Oakland Venue Management 401(k) match, vesting and fees
What Oakland Venue Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Human Interest Advisor LLC | Schedule C ↗ |
| Independent auditor | Bethke Cpa, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Oakland Venue Management: employer contribution per participant | $760 | |
| Peer median | $1,495 |
| Oakland Venue Management: average balance | $5,831 | |
| Peer median | $34,563 |
| Oakland Venue Management: admin expenses ÷ assets | 0.63% | |
| Peer median | 0.51% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $268K at the end of plan year 2021 to $1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 187 | $1M | $134K | $760 | 0.63% | Not published | Form 5500 ↗ |
| 2023 | 142 | $641K | $87K | $660 | 0.41% | Not published | 5500-SF ↗ |
| 2022 | 58 | $347K | $23K | $526 | 0.23% | Not published | 5500-SF ↗ |
| 2021 | 21 | $268K | $14K | $652 | 0.10% | Not published | 5500-SF ↗ |
Common questions
Does Oakland Venue Management match 401(k) contributions?
The match terms for the Oakland Venue Management, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $134K in employer contributions, about $760 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oakland Venue Management 401(k) match vested?
The vesting schedule for the Oakland Venue Management, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oakland Venue Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Human Interest Advisor LLC. The plan administrator is Oakland Venue Management, Inc..
I left Oakland Venue Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oakland Venue Management, Inc., (510) 384-7874) or the recordkeeper, Human Interest Advisor LLC. The Oakland Venue Management old 401(k) page lists the contacts from every plan filing. Find an old Oakland Venue Management 401(k)
Data from the public Form 5500 annual reports Oakland Venue Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oakland Venue Management. Not financial advice. Report a correction · Methodology